Status: Select workflow status on a job. The options here are in accordance with the selected flow in the ‘Workflow’ field. The last workflow status before approval is always the status ‘Executed’Simplified/Detailed: Switch between simplified mode/interface for easier filling. When new registration, the last used version is remembered. Any mandatory fields will also appear in simplified view. Re. also the check box ‘Simplified registration’ in 17.0 Edit profile.
Shutdown required: Indication of whether the job requires the equipment/line to be stopped when the job is performed. This is indicated in the work order list with an icon of a black hand. Filter options are available.
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Short description: The essence of what the job entails, or what the fault condition was. This field must be set as compulsory.
Project: All jobs must have a project linked to them. As the default, the project that is on the user’s user profile is retrieved here. There is an option to search for a project number or name.
Asset: All jobs must have an asset linked to them. If you go into ‘Add to work order’ via an asset, this is inserted. Alternatively, you can search for asset number or asset name.
Item: If item management is activated, this field will be available for creating work orders against items.
Project: All jobs must have a project linked to them. As the default, the project that is on the user’s user profile is retrieved here. There is an option to search for a project number or name.
Origin: Typically used in connection with the deviation module, but is also available if you do not use this. Options here must be predefined under the menu ‘System’ → 'Messages'.
Workflow: The default is to select the workflow associated with the user profile of the person creating the job. This can be overwritten if a different workflow is required.
Status: Select workflow status on a job. The options here are in accordance with the selected flow in the ‘Workflow’ field. The last workflow status before approval is always the status ‘Executed’.
Activity group: Activity groups act as collective records for the various maintenance activities that are performed in the company. A default set of groups is supplied with the system. The recommendation is to be restrictive in creating more than these. This allows for better control, management and reporting with/of the various maintenance measures.
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Fault type: Typical fault types are mechanical, electrical, etc.
Cause of fault: Causes of fault can be selected here, depending on fault type (in the field above).
Supervisor: Supervisor assigned to the job. When follow-up date is used on a job and sub- activities (and ‘Requires Action’), this will automatically send a notification to the person selected as the supervisor for the job.
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Profession: The profession to which the job belongs. (Selected from a list of the various professions involved in maintenance.)
Workflow: The default is to select the workflow associated with the user profile of the person creating the job. This can be overwritten if a different workflow is required.
Cause of fault: Causes of fault can be selected here, depending on fault type (in the field above).
Rec of InvoiceInvoice recipient: In connection with service management and invoicing assignments. The default is to take the invoice recipient that is connected to the asset for which the job is created, or the next default is to take the invoice recipient higher up in the asset structure.
From date/meter: From date or from meter
Until date/meter: Until date or until meter
Date: Due date including frequency can be inserted on meter-controlled WO. The job will be due on whichever is the first of the specified date or meter reading.
Follow up: Date can be specified for job follow-up. The job supervisor will receive a message on this date. On the completion screen, this date can also be set in order to follow-up on the job in the history.
Frequency: Frequency is inserted in the first field if the job is recurring. Depending on what is selected, i.e. days or meter-controlled hours, km etc. (frequency type) in the drop-down menu, From/To below will be set as date field or meter field.
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Floating II: To date for new occurrence is set as follows: Executed date + frequency.
From date/meter: From date or from meter
To date/meter: To date or to meter
Date: Due date including frequency can be inserted on meter-controlled WO. The job will be due on whichever is the first of the specified date or meter reading.Follow up: Date can be specified for job follow-up. The job supervisor will receive a message on this date. On the completion screen, this date can also be set in order to follow-up on the job in the history.
Date / Weekdays: If Weekdays is selected, the due date can be managed with respect to recurring jobs due on a specified day/days of the week, etc.
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Also note that notification to the job supervisor when there is a change of workflow status also uses this setup, but this applies regardless of what has been set in “Warning before due’. Activated via ‘Notification [Status WO]’ in the user’s ‘Edit profile’.
PicturePictures: Up to 3 pictures (file type .gif, .jpeg, .jpg, .png or .pdf) can be uploaded to the job.
Add Articles, + Document and + Time Registration: Articles, documents and time records can be added directly via these buttons.
Open in edit mode after saving ……: In edit mode, the following can be inserted: Utilities, Comments, SJA elements etc., Documents, Instructions, Sub-activities, more Assigned personnel (employees and suppliers), Articles (parts to be used) and Miscellaneous costs.